Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Billing

Allocate an adjustment to a different staff member

In Detail Billing, you can bill time and expense entries and then allocate adjustments on those billings to a staff member other than the one who originally made the entries. To allocate adjustments, follow these steps:
  1. Go to the 
    Time & Expense
     tab of the
    Detail Billing
     screen and mark the checkbox for each adjusted billing entry that you want to reallocate.
  2. Right-click and select
    Allocate Adjustment to a Different Staff
    .
    You can also right-click on the
    Summary
     tab of the
    Detail Billing
     screen and select
    Allocate Adjustment to a Different Staff
    . This will allocate all adjustments for all entries to the selected staff member.
  3. In the
    Allocate Adjustment to a Different Staff
     window, select a staff ID from the dropdown.
  4. Select
    OK
    .
The Detail Billing grid will reflect the allocated amounts. The
Adjusted and Billed
 columns will show the allocated adjustment amount, and the WIP amount for the staff receiving the allocated adjustment will be 0.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Billing